Glenda on 07876 757170 or Bernie on 07771 686222 info@jigsaw-fp.co.uk

Your Window on Money

Our Quarterly Client Newsletter

SUMMER 2020 EDITION

Your Window on Money seeks to address topical issues that are likely to be of interest to most readers; please do not hesitate to contact us should require further information on any of the articles, or any other financial matter.

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Inside this issue

  • Building financial resilience – Just as we’ve been returning to simpler hobbies, we’ve also been bringing our finances back to basics by becoming more mindful spenders
  • Maintaining your protection cover is vitally important – Keeping up your protection insurance will help lessen the impact of life’s unexpected blows
  • Protecting your investment portfolio – Take stock of your investments to ensure your portfolios is sufficiently diversified
  • Be vigilant and scam smart – During the pandemic, millions of financially vulnerable people have fallen prey to scammers
  • Making sense of pension withdrawals – One in five over-55s with a private pension withdrew a lump sum in 2019 – but this might not always be the best course of action
  • Know your numbers this tax year – When planning your finances, it makes sense to get familiar with this year’s tax allowances and exemptions
  • Young people hit by pension holidays – Taking a break from pension contributions can seem an attractive prospect but it can hit your retirement income hard
  • Protection for your money – The where the Financial Services Compensation Scheme (FSCS) could prove a lifeline.

The information contained within our newsletters is for information purposes only and does not constitute financial advice.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.

NEWSLETTER ARCHIVE

Jigsaw FP Newsletter, Spring 2020

Spring 2020 inside this issue

Make time for life’s big decisions  //  Key points from the Spring Budget //  Spring Budget – know your numbers  //  Pension woes: the tale of Gen X  //  Life insurance for astronauts?  //  Spring clean your finances for a sense of wellbeing  //  Five million self-employed  //  Early financial education gives children a head start

Jigsaw FP Newsletter, Winter 2019

Winter 2019 inside this issue

Tone up your finances in 2020  //  The sandwiched: finding time to thrive  //  ATOMIC explosion! Acronyms Take Over Many Investment Concepts  //  Pension inequality starts at birth  //  University challenge of digs and tuition  //  Work for yourself? Make your pension work for you 

Jigsaw FP Newsletter, Autumn 2019

Autumn 2019 inside this issue

On your radar – key personal finance tips  //  Financial lessons for the next generation  //  Poor financial wellbeing impacting employees  //  What is infrastructure investment?  //  Planning for a family  //  Save to succeed  //  JISAs gaining in popularity

Jigsaw FP Newsletter, Summer 2019

Summer 2019 inside this issue

Investment jargon made simple  //  Savings – do you need a nudge?  //  When will you retire?  //  Saving £2,880 a year could provide a retirement windfall for your child  //  Generation X top the pensions savings chart  //  Huge rise in protection policy take-up  //  Millennials could save £10.5bn by making a few lifestyle swaps

Jigsaw FP Newsletter, Spring 2019

Spring 2019 inside this issue

Financial mistakes even the experts can make  //  Scams update – new warnings issued  //  Worry for carers without protection policies  //  ‘Sandwich generation’ facing major challenges  //  Tax allowances – use them or lose them!  //  Financial advice for new parents  //  Middle classes most impacted by Inheritance Tax

Jigsaw FP Newsletter, Winter 2018

Winter 2018 inside this issue

Does your money need a personal trainer?  //  Single adults find it hard to save  //  How to side-step retirement remorse  //  Self-employed? Prioritise your pension in 2019  //  Poor health prompts retirement  //  Pensions – there’s good news!  //  Make 2019 the year you get the protection you need  //  Time to top up your ISA?

Jigsaw FP Newsletter, Autumn 2018

Autumn 2018 inside this issue

Is your family financially-savvy?  //  What are the main asset classes?  //  Seven out of ten pension savers favour retirement income targets  //  More taking out protection policies as health consciousness rises  //  Reached your half-century? How to plan for retirement  //  Adults carry out 109 life admin tasks per year  //  Women are better savers than men.

Summer 2018 inside this issue

Pensions jargon – busted  //  Are millennials saving enough for retirement?  //  Early retirement could disappear by 2035, so it’s time to plan  //  Power of Attorney – record numbers entrusting

Spring 2018 inside this issue

Five personal finance habits we should all adopt  //  More than £400 million languishing in old pension pots  //  Two-thirds without life insurance despite health worries  //  Dividend allowance reduction from April 2018

Winter 2017/18 inside this issue

One in three retirees will have to rely in the state pension  //  Where will you live in retirement?  //  Don’t leave your loved ones facing financial ruin  //  Do we need targets to help us save more for retirement?  //  Addressing your personal finance weak spots

Autumn 2017 inside this issue

Millennials: don’t overlook the benefits of insurance // Pension freedoms – don’t lose out! // A few personal finance facts we all need to know // How employees can unlock ‘free’ pension cash // Plan now for a comfortable retirement

Summer 2017 inside this issue

What the election result might mean for your money // Parents more likely to insure their possessions than their health // Be aware – new online scams reported // The 17 million ‘sandwich generation’ // Remarriage – why you need to update your Will

Spring 2017 inside this issue

Does it make sense to combine your pension pots? // The peace of mind that protection policies can provide // Power of Attorney – why numbers are rocketing // Happy 5th Birthday to the Junior ISA // Regrets people have in retirement, and how to avoid them

Autumn 2016 inside this issue

Junior ISA – cash or stocks and shares // Surviving financially after the death of a loved one // How much will you spend in retirement? // Will Brexit derail pension freedoms? // Annuities – where are we now?

The information contained within our newsletters is for information purposes only and does not constitute financial advice.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.

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